Podcast Episodes
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Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks
Episode 566
Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing…
8 months, 2 weeks ago
AI Spending Accelerates While Office Real Estate Crumbles
Episode 565
In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. T…
8 months, 3 weeks ago
Palantir Keeps Rolling And the Case for Global Stocks
Episode 564
In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown …
8 months, 3 weeks ago
Paypal Impodes, Iphone Sales Soar & What the Next Fed Chair Means for Your Portfolio
Episode 563
In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and …
8 months, 4 weeks ago
AI Just Crashed SaaS Stocks — Can They Recover or Is This Permanent?
Episode 562
Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility.
We start w…
8 months, 4 weeks ago
6 Underrated Metrics Every Stock Investor Should Use
Episode 561
In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash …
9 months ago
Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed
Episode 560
In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade poli…
9 months ago
SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?
Episode 559
Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan brea…
9 months, 1 week ago
Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down
Episode 558
This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix…
9 months, 1 week ago
8 Stocks to Consider for Your TFSA in 2026
Episode 557
We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA.
This isn’t a …
9 months, 2 weeks ago